Bring it all together
Add accounts and assets, import a spreadsheet, and record what you owe. Include the things a bank balance misses.
A clearer picture. More possibilities.
Your whole worth,
in one place.
Spreadsheets get the boot.
Everything you own. Everything you owe. See how it adds up, how it changes and what it could do for you.
Free during early access. Track assets today, with account connections in development.
WealthWellyExample accountOverviewAssets and debtsSources
Your net worth£535,529Assets, debts and daily history.
Pensions£314,081
Property£175,871
Investments£88,227
Other assets£66,000
What you owe£108,650
Open the example dashboard
Worth more than a numberA spare driveway could become an income idea.
Your money stays with youDaily history, clearly recordedYour data, yours to export
Clarity comes first
Life has moving parts.
See them together.
Cash, investments, pensions, property and the things you treasure. Debts included. Your share counted. Every valuation has a source and a date.
Inside your dashboard
Explore the dashboard See what your wealth is made of.
Pensions £314.1kProperty £175.9kInvestments £88.2kCash £30.1kCrypto £18.9kVehicles £11.8kValuables £5.2k
Example figures, drawn by the same tools as your own dashboard.
Understand the movement
Daily snapshots, asset allocation and dated values show what changed. Estimates stay clearly labelled.
Look a little further
Explore possible futures, test a market shock and find practical ideas for assets that could earn.
The next chapter
Less updating.
More understanding.
In development
We are building connections that bring account data into your picture, with your permission. Property and personal assets will remain yours to add and review.
Bank accountsBalances and activity
InvestmentsHoldings and pensions
Crypto assetsWallets and market prices
Property and valuablesYour estimates and records
Mortgages and debtsOutstanding balances
WealthWelly
One picture of what you own and owe
See clearly
Your daily net worth
Sources, dates and changes together.
Plan thoughtfully
Your possible futures
Explore scenarios and understand tradeoffs.
Make more of it
Your earning ideas
Useful possibilities across the Welly family.
Available today: asset tracking, spreadsheet imports, daily history, currency and supported crypto prices. Bank and broker account connections are in development. Coverage will depend on your provider.
A little more possibility
Your assets could have
a second purpose.
A useful idea starts with what you already own. Explore it in your own time, with the assumptions in view and the decision in your hands.
Explore today
ParkWelly
A spare driveway. A space someone needs.
Ridiculous rates get the boot.Future idea
StoreWelly
Unused space. Room for someone else's things.
Part of the wider vision.Future idea
WatchWelly
A watch in a drawer. An occasion to be worn.
Part of the wider vision.A picture you can trust
Your wealth.
Your say.
Your money stays where it belongs. WealthWelly helps you understand it, while you stay in control.
We never move your money
No transfers, trades or withdrawals. Your funds stay with your existing providers.
Clarity behind the number
See the date and basis of each value. Estimates and items needing a review are visible.
Leave with everything
Export your records whenever you like. Your picture belongs to you.
Is WealthWelly financial advice?
No. WealthWelly is a record of what you own and owe, with careful arithmetic on top. Estimates are labelled as estimates and nothing on the site is a recommendation to buy, sell or move anything. If you are unsure what is right for your circumstances, speak to a regulated financial adviser.
Can WealthWelly move my money?
Never. There is no facility for it anywhere in the product. WealthWelly reads and records; it cannot transfer, withdraw or trade, and we will not build a version that can.
What happens to my data if I leave?
It leaves with you. Export everything to a spreadsheet-friendly file with one click at any time, then delete your account wholesale from the account page. We would rather earn your renewal than trap you.
When do bank feeds arrive?
When we can do them properly under a regulated open banking provider, and not before. Reading UK bank data is a regulated activity, so connections ship once that arrangement is confirmed, not on a marketing date. The trust page will say so plainly the day it changes.
Start with your whole picture
A little clarity goes a long way.
Bring the numbers together. See what becomes possible.
Start trackingOr hear when the next chapter is ready.